Avalon Investment & Advisory’s Brookfield Asset Management BAM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
$7.79M Sell
238,194
-6,121
-3% -$200K 0.21% 112
2022
Q4
$7.01M Buy
+244,315
New +$7.01M 0.2% 110